There are multiple ways in which leads are generated and one of the most common methods is through webinars, trade shows, conferences etc. where you get to meet interested customers face-to-face. Very often, they would share their business cards for follow-up calls and meetings and may sometimes prefer to be contacted at a specific time.

You may want to store their information securely in a database and set reminders for follow-up emails and calls. CRM is the best place to keep your customer data safe, and organized, however, there are chances of introducing errors inadvertently while manually entering them into the database. To avoid such erroneous data entry, loss of data, and compromising data security you can scan the business card at the event and add them to the CRM account as leads or contacts right away.  This will automate the lead capturing process and reduce the manual intervention of the reps.

 

Another benefit of automating the process is, that the record will be readily available for the other teams like pre-sales, marketing etc. to take prompt actions as they will not have to wait till the record is manually entered in CRM. 

Once the business card is scanned and the details extracted from it; you will have the options to save the record either as a Zoho CRM Contact or a Zoho CRM Lead.